Horizon Investment Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,490
| Closed | -$1.45M | – | 116 |
|
|
2023
Q1 | $1.45M | Sell |
21,490
-1,517
| -7% | -$103K | 0.93% | 40 |
|
|
2022
Q4 | $1.62M | Sell |
23,007
-5,238
| -19% | -$369K | 1.18% | 30 |
|
|
2022
Q3 | $1.85M | Sell |
28,245
-39
| -0.1% | -$2.55K | 1.34% | 24 |
|
|
2022
Q2 | $1.98M | Buy |
28,284
+4,826
| +21% | +$339K | 1.31% | 23 |
|
|
2022
Q1 | $1.75M | Buy |
+23,458
| New | +$1.75M | 0.92% | 35 |
|